IT Support & Services Informational Session Executive Overview

1. IT Support & Services Informational Session Executive Overview Bureau of Information Systems Division of Enterprise Program & Portfolio Management

2. Contract Structure Planning / Consulting Services Technical Services

3. Contract Structure - Lots • Lot Structure – IT Planning Consulting Services Portfolio Eligibility and Benefit Delivery Portfolio Children and Family Services Portfolio Health Care Systems Eligibility Systems (iCIS) KPMG Lot 1 Child Support Enforcement (PACSES) ACS Lot 5 Provider Management (PELICAN) PCG Lot 2 Child Welfare KPMG Lot 4 Case Management (HCSIS) PCG Lot 3

4. Contract Structure - Lots • Lot Structure – System Architecture Services / Lot # 6 - Deloitte • Lot Structure – Technical Support Services / Lot # 7 - Deloitte

5. Contract Objectives • 16-09 Goals / Objectives • State & Federal Changes • Separate Planning from Technical • Incorporate Enterprise Architecture • Multi-vendor Sourcing Model • Stimulate Competition • Broad Participation • Quality of Services - Strengthen Service Level Agreements/Objectives (SLAs/SLOs) • Smooth Transition • Examine Alternatives to Custom-Build Solutions • Off the Shelf, Transfer, etc. • Incorporate PACSES and Child Welfare

6. 16-09 - What’s New / Different? • Multiple Contractors Involved • New Planning Consulting Contractors • Alternative Views / Experiences • National Presence • Subject Matter Expertise • Another set of eyes on the project • Advocate for the Business • Requirements • Oversight • Testing • Readiness / Support

7. 16-09 - What’s New / Different? • Management of “Hand-Offs’ Between Contractors • BIS Project Managers (PMs) & Portfolio Managers (PfMs) • Renewed Emphasis on Quality: • Service Level Agreements (SLAs) • Release Management • Service Desk Management (Lots 3 & 5 only) • Availability Management • Contract Management • Defect Management • Resolution • Root Cause • Corrective Action Plans • Timelines

8. 16-09 - What’s New / Different? • Planning Process • Annual Scoping • Aligning to Strategic Plans • Planning & Consulting Contractor (not technical contractor) Involvement • Renewed Emphasis on Charters • Aids in Project Management • Assists in Understanding Scope & Sponsorship • High Level Estimates (HLE)

9. Governance • Executive Management • Formulate the Department’s strategic direction and business plan • IT Executive Board • Business Technology Council • Program & Portfolio Management • Facilitate and coordinate activities across the entire portfolio of the Department’s IT projects • Charter Development • Steering Team • Project Management • Manage and execute the activities of an individual project • Project Team • Sub-Project Teams • Change Control Board • User Training and Support Teams

10. Transition - What is Next? • Timeline • February – July 2012 (Six Months) • Feb Mar Apr May Jun Jul Aug • New Vendor On-Boarding • Transition Activities • Contractor On-boarding • Turnover & Transition • New Contractors - Orientation/Knowledge Acquisition (OKA ) Plans • Current Contractor - Turnover Activities Plan (Deloitte) • High Level Transition Plan – Efficient Use of Limited Resources • Implementation of SLA Management – Quality Management

11. Transition - What is Next? • Resources Needed • BIS • Program Office – Subject Matter Experts (SMEs) / Business Leads • New Contractors • Current Contractor (Deloitte) • What do we need from you? • Primary Point(s) of Contact • Business Drivers • Operations • Strategic plans • In-Flight / Planned Projects - Role of New Contractor • Annual Scoping - Role of New Contractor in New Projects • BIS - Transition Manager • Will Manage Transition Plan

12. January February March April May June 1 7 14 21 1 7 14 21 1 7 14 21 1 7 14 21 1 7 14 21 1 7 14 21 WO # Initiative Enterprise Initiatives 403 Enterprise Certification SAT PRD 417 Enterprise ODP Certification Implementation Support Implementation Support 470 MCI Merge Tool GSD HCSIS 465 OLTL EIM Enhancements Implementation Support Implementation Support 450 HCSIS 11-12 Maintenance 1/21 470 MCI Clearance Merge Tool Implementation Support Implementation Support 499 EIM Aging Waiver Implementation INT SAT PRD 499 EIM Aging Waiver Implementation Support Implementation Support iCIS 449 iCIS 11-12 LIHEAP Maintenance 1/15 448 iCIS 11-12 Open Systems and CIS Maintenance 1/16 2/11 3/26 5/14 505 Cost Containment Bundle 1 - Auto Discontinuance of SAR/AR DEV INT SAT PRD 507 Cost Containment Tracking Support Impl. Support 505 Cost Containment Bundle 1 - PH-95 DSD DEV INT 520 SNAP Resource Test Re-establishment GSD DSD DEV INT SAT PRD PACSES 460 Self Assessment 2 Warranty 459 Self Assessment 1 Warranty 436 Decommission of RIS Interface Warranty 452 PACSES 11-12 Maintenance 1/7 1/12 398 Performance Improvement Module - Phase IV - Dashboard/Notes Warranty 398 Performance Improvement Module - Phase IV - Payment Score Warranty 500 Data Warehouse Report Consolidation GSD DSD DEV 502 Alerts Enhancements GSD 501 Recovery of Overpayments GSD 503 Fee Debt Type Consolidation DSD DEV SAT PRD Warranty PELICAN 451 PELICAN 11-12 Maintenance 3/10 5/12 6/23 482 FFATA Modifications Pre-SAT SAT PRD 484 Head Start Federal Reporting DSD DEV INT SAT PRD 483 SELMA DSD DEV INT SAT PRD 483 SELMA Implementation Support Implementation Support 403 Enterprise Certification SAT PRD In-Flight Initiatives

13. Project Lifecycle IT Support & Services (16-09 Contract) – Road Map

14. Questions ???? Bureau of Information Systems Contact Information Rick Bennett ribennett@pa.gov Jonathan Heil jheil@pa.gov Lori Steele losteele@pa.gov